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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,025 | $78,690-63.1% | $161,489-82.0% | $87,485-66.8% |
| Participation rate | 67.7% | 67.5%+0.3pp | 78.7%-11.0pp | 68.9%-1.2pp |
| Annual return | 15.84% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $728 | $2,588-71.9% | $4,268-82.9% | $2,596-72.0% |
| Participant deferral / active EE | $1,977 | $3,311-40.3% | $5,630-64.9% | $4,274-53.7% |
| Admin fee / account holder | $797 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |